SFS

Sowell Financial Services Portfolio holdings

AUM $2.61B
1-Year Est. Return 21.25%
This Quarter Est. Return
1 Year Est. Return
+21.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1 +$32.9M
2 +$32.5M
3 +$30.6M
4
AAPL icon
Apple
AAPL
+$27.2M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$5K ﹤0.01%
+50
1777
$5K ﹤0.01%
+410
1778
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+59
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1780
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1781
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1782
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+146
1783
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+35
1784
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+41
1785
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+74
1786
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+995
1787
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1790
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+513
1791
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+129
1792
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1793
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+1,928
1794
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+68
1795
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+85
1796
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+312
1797
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+145
1798
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+49
1799
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+15
1800
$4K ﹤0.01%
+28